Service Request Types

SP_REQUEST_TYPE

• Services Procurement, Define Services Procurement, Service Setup, Service Request Type

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Request Type

Maintain service request types.

Role Distribution List

SP_DSTRLST

• Services Procurement, Define Services Procurement, Service Setup, Role Distribution Lists

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Role Distribution Lists

Specify the role distribution lists that receive work order surveys and alerts.

Competency Types

RS_CM_TYPE_TBL

• Services Procurement, Define Services Procurement, Service Setup, Competency Setup, Competency Types

• Set Up Financials/Supply Chain, Common Definitions, Resource Data, Competency Types

Enter a long or short description for new competency types.

Competency

RS_CM_COMPTNCY_TBL

• Services Procurement, Define Services Procurement, Service Setup, Competency Setup, Competencies

• Set Up Financials/Supply Chain, Common Definitions, Resource Data, Competencies

Define competencies.

Competencies by SetID

SP_COMPBYSETID_PG

Services Procurement, Define Services Procurement, Service Setup, Competency Setup, Competencies by SetID

Define competencies by setID.

Rating Model

RS_CM_REVW_RAT_TBL

• Services Procurement, Define Services Procurement, Service Setup, Competency Setup, Rating Models

• Set Up Financials/Supply Chain, Common Definitions, Resource Data, Rating Models

Select the model used to rate a candidate's competency.

Service Types

SPB_ROLE_TYPE

• Services Procurement, Define Services Procurement, Service Setup, Service Type Setup, Service Types

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Types/Services, Service Type

Set up service types.

Service/Roles by Service Type

SPB_ROLESBYTYPE

• Services Procurement, Define Services Procurement, Service Setup, Service Type Setup, Services/Roles by Service Type

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Types/Services, Services/Roles by Service Type

Define Service (project roles) by role type.

Surveys by Service Type

SP_SURVEY_BY_SVTYP

• Services Procurement, Define Services Procurement, Service Setup, Service Type Setup, Surveys by Service Type

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Surveys, Surveys by Service Type

Associate service type with one or more surveys.

VMS by BU Service Type

SPB_VMS_BU_SRVC

Services Procurement, Define Services Procurement, Service Setup, Service Type Setup, VMS by BU Service Type

Associate the VMS supplier by business unit and service type.

Note. This page is only available if you do not have the Managed Service Provider Installation option enabled on the Services Procurement Installation Options page.

See Establishing and Managing VMS.

Assign Individual Services to Multi Resource Service

SPB_MULTI_SRVC

Services Procurement, Define Services Procurement, Service Type Setup, Service Type/Service by Multi Resource Service Type/Service

Maintain service type/service by multi-resource service type.

Service/Project Role

SPB_PROJ_ROLE

• Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Service/Project Role

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Types/Services, Service/Project Role

Set up service (project role).

Service/Project Role Attributes

SPB_ROLE_COMP_PG

• Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Service/Project Role Attribute

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Types/Services, Service/Project Role Attribute

Maintain service (project role) attributes

Service Types by Service

SPB_PJROLE_SERVICE

• Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Service Types by Service

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Types/Services, Service Types by Role

View service types associated with services.

Years of Experience

SP_EXPERIENCE_PG

• Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Experience

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Types/Services, Years of Experience

Maintain Experience values.

Maintain Rate Sheets

SPB_RATESHEET_NEW

• Services Procurement, Define Services Procurement, Service Setup, Rate Sheet Setup, Maintain Rate Sheets

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Regions/Rate Sheets, Maintain Rate Sheets

Maintain standard rates by region and service (project role).

Rate Sheet List

SPB_RS_LIST

• Services Procurement, Define Services Procurement, Service Setup, Rate Sheet Setup, Rate Sheet List

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Regions/Rate Sheets, Rate Sheets List

View rate sheet lists.

Logistical Task

SPB_TASK_PG

• Services Procurement, Define Services Procurement, Service Setup, Tasks and Task Groups, Logistical Tasks

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Work Order Tasks, Logistical Tasks

Maintain work order logistical tasks.

Logistical Task Group

SPB_TASK_GROUP_PG

• Services Procurement, Define Services Procurement, Service Setup, Tasks and Task Groups, Logistical Task Group

• Set Up Financials/Supply Chain Management, Product Related, Services Procurement, Work Order Tasks, Logistical Task Group

Define logistical task groups.

Tasks by Task Groups

SPB_TASKTOGROUP_PG

• Services Procurement, Define Services Procurement, Service Setup, Tasks and Task Groups, Tasks by Task Groups

• Set Up Financials/Supply Chain Management, Product Related, Services Procurement, Work Order Tasks, Tasks by Task Groups

Associate one or more tasks to a task group.

Task Group by Service Type

SPB_ROLE_TASKGP_PG

• Services Procurement, Define Services Procurement, Service Setup, Tasks and Task Groups, Task Group by Service Type

• Set Up Financials/Supply Chain Management, Product Related, Services Procurement, Work Order Tasks, Task Group by Service Type

Define task groups by service type.

Response Types

SP_SUR_RESTYP

• Services Procurement, Define Services Procurement, Service Setup, Survey Setup, Response Types

• Set Up Financials/Supply Chain Management, Product Related, Services Procurement, Surveys, Response Types

Define formats and answer choices for work order survey questions.

See Using Surveys in PeopleSoft Services Procurement.

Survey Setup

SP_SUR_DEFN

• Services Procurement, Define Services Procurement, Service Setup, Survey Setup, Survey Setup

• Set Up Financials/Supply Chain Management, Product Related, Services Procurement, Surveys, Survey Setup

Define questions, role distribution lists and response types for work order surveys.

See Using Surveys in PeopleSoft Services Procurement.

Survey Setup - Service Type

SP_SUR_DEFN_SVTYP

Select the Service Type tab on the Survey Setup page.

View the service types related to the survey.

Role Distribution List

Indicates the name of the new distribution list.

Role Action Description

Select from the available work order role actions for the distribution list.

Rating Model

Select the model used to rate a candidate's competency.

Type and Description

Enter values to create a logical grouping of competencies.

Competency

Select to determine which competencies are available for selection when defining service attributes or creating requisitions and work orders.

Rating

Enter a rating number. Use this number to determine the range for the best and worst ratings.

Review Pts (review points)

Enter the review points associated with the rating code, if desired.

Note. This value is not used within services procurement.

Service Type

Enter a name for the service type. After you save the service type, you cannot update the name.

Service Method

Select the service method for the service type. Available options are:

Deliverable: Select to request services that are generally performed by an entire work force, such as a requisition for an entire project, not just the hours worked by a single service provider.

Multi Resource: Select to request services that support multiple unique services and service providers. When you select this value and enter a service type, the system displays the Multi Services Information grid box when you enter a service type.

Resource: Select to request the services of an individual service provider.

Track Resources

Use this option to track resources for deliverable-based work orders. The system firsts looks to the service type to determine if resources should be tracked for deliverable-based work orders. If you do not select this option, the business unit setting is used.

Note. This option is only available for deliverable-based engagements.

Category

Select the item category for the service type.

Time Reporting Option

Use this option to determine whether service types with a service method of Resource require the service provider to report time against specific ChartField combinations, or whether the total time is entered and distribution percentages automatically split time or progress according to the ChartField distribution defined for the work order. Values are:

• Actual Allocation: Select to enable the service provider to report actual time against each ChartField distribution line defined on the work order.

• Default from Business Unit: Select to use the default reporting option specified for the business unit.

• Percent Allocation: Select to enable the service provider or service provider contact to report total time or progress against a work order.

  The distribution percentage is used to automatically allocate time or progress across the predefined ChartField distribution lines.

Note. Service types defined with a service method of Deliverable are automatically set to a time reporting option of Percent Allocation.

Allow Expenses

Select how you want to track and report expenses for assignments. You can use the default value assigned at the business unit level, allow expenses or not allow expenses.

Note. When you select Yes value, the expense rate and expense amount fields are available on requisitions and work orders.

You can also enter and modify expenses for Progress Logs and Invoices.

May Extend

Select the value that you want to control whether requesters or service coordinators can extend requisitions or work orders that use this service type. Extending a requisition or work order enables a service to be assigned to a fixed-price requisition or multiple-unique service providers that can be sourced to a requisition to fill the required services. When the requisition is filled, the system enables the multiple-unique service providers to report time against a single work order. Service providers can enter time against multi-resource work orders and then the reported time triggers consumption against a single top-line, multi-resource work order.

Field values include:

Default from Business Unit: Select to use the value defined for the May Extend check box on the Services Procurement Bus Unit page. When the check box is selected requesters and service coordinators can extend requisitions or work orders. When the check box is deselected, they cannot extend requisitions or work orders.

No: Select to prevent requesters or service coordinators from extending requisitions or work orders that use this service type.

Yes: Select to enable requesters and service coordinators to extend requisitions and work orders that use this service type.

Require Survey by Default

Select to indicate that surveys are mandatory for work orders that are associated with the specified service type. If you select this check box, surveys must be complete before the work order is finalized.

Note. You can override the status of a mandatory survey on a work order.

Automatically Send Survey

Select to indicate that a survey will be automatically sent to a recipient at the time the work order is terminated, closed, or canceled. If a survey is not sent automatically, then you must click the Send Survey to Recipients button on the work order.

Note. If a survey is automatic, it is sent to all recipients that are tied to the role as specified on the role distribution list.

Minimum and Maximum

Enter the minimum and maximum number of suppliers to be returned from the sourcing rules.

Score

Enter a score range between 0 and 100. Supplier scores must fall within the required score range to meet requisition source requirements.

Using Work Order Alerts

Select to define alerts for work orders. Alert values on the service type default onto the work order alerts if alert defaults are not previously taken from the Requester Defaults or Service Coordinator Defaults.

Service/Project Role

Select the title for the services and project role.

Description

Displays the description for the services and project role.

Service/Project Role

Select a service and project role combination that you want to use.

Description

Enter the description of the service (project role).

Note. This value appears by default on the requisition as the job title.

Comments

Enter comments that describe the service (project role).

Note. This value appears by default on the requisition as the scope of work.

Experience

Enter the years of experience that this service (project role) requires.

Note. This value appears by default on the requisition as the experience.

Education Level

Enter the lowest level of education that this service (project role) requires.

Note. This value appears by default on the requisition as the education level.

Interview Required

Select if this service (project role) requires an interview before hiring someone for the position. If an interview is required, the system does not allow a service provider to be hired until interviews have been conducted.

Note. This value appears by default on the requisition as the interview required.

Competencies

Add or delete competencies to a service.

Note. The competencies associated to the services default onto the requisition.

Allow Override

Select to override the default rate defined on the rate sheet when you create requisition or work orders.

Min Rate (minimum rate)

Enter the minimum rate amount that requesters should use when creating a requisition for the rate sheet role, region, and currency.

Max Rate (maximum rate)

Enter the maximum rate amount that requesters should enter when creating a requisition for the rate sheet role, region, and currency.

Target Rate

Enter the rate that appears by default when creating a requisition for the rate sheet role, region, and currency.

Region

Select to access the Maintain Rate Sheets page, where you can access the rate sheet for the selected region and service and also view the rate breakdown.

Work Order Type

Select a work order type. Values are:

• Original: Select to associate the logistical task to normal work orders.

• Extension: Select to associate the logistical task ton extended work orders.

• Both: Select to associate the logistical task to both normal and extended work orders.

Approval Type

Select work order approval type. Values are:

• Pre-approval: Select if tasks must be completed after creating the work order and before submitting the work order for approval.

  For example, a pre-approval logistical task might include assigning a new badge or ordering a new laptop.

• Post-approval: Select if tasks must be completed after the work order is approved and before a work order is released to a service provider.

  For example, a post-approval logistical task might include scheduling orientation or setting up the service provider email account.

• Off-board: Select if tasks must be completed after the work order release date and before closing the work order.

  For example, off-board logistical tasks might include collecting the laptop or closing the email account after the service provider has quit the job.

Terminate: Select if supplier must confirm a termination action before continuing with the work order.

Execution Type

Select work order execution type. Values are:

• Automatic: Select if tasks assigned to the work order are automatically assumed to be complete.

  Note. An email notification is automatically sent to the appropriate person.

• Mandatory: Select if pre-approval tasks have to be completed before approving the work order or if post-approval tasks have to be completed before releasing the work order.

• Optional: Select if it is optional to complete the tasks before approving or releasing the work order.

Assign To

Select a default assigned to person. This field dynamically generates and assigns logistical tasks to the default assigned to person. Email notification is automatically sent to this person. Values are:

• Invoice Approver

• Requester

• Time Approver

• Service Provider Contact

• Other: If you select Other, you must specify the user who will perform the task.

Services Procurement Installation Options

Installation_SP

Services Procurement, General Setup, Installation Options

Enable task integration.

Desktop Integration - System Setup

EODI_SYSTEM_SETUP

Enterprise Components, Desktop Integration, System Setup

Assign a system ID.

Desktop Integration - Task Registration

EODI_TSK_REG

Enterprise Components, Desktop Integration, Task Registration

Register Services Procurement logistical tasks for Desktop Integration.

Permission Lists

ACL_MENU2

PeopleTools, Security, Permissions & Roles, Permission Lists

Open the permission list for the Providers or Provider contacts, and select the Pages tab

Define permission lists.

Task Process ID

SPRO_TASKS is the ID that identifies the Services Procurement task integration process.

Description

Enter a description for the task registration, for example, sPro Task Integration.

Object Owner ID

Select Services Procurement.

Source

Select Queue.

Package Name

Select SPF_EODI.

Path

Select LogisticalTasks.

Class ID

Select TaskHandler.

Tree Definitions and Properties

PSTREEDEFN

• Tree Manager, Tree Manager

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Tree Manager

Build the region tree hierarchy.

Region Codes

REGION_CD

• Services Procurement, Define Services Procurement, General Setup, System-Wide Definitions, Service Region Code

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Regions/Ratesheets, Service Region Code

Define procurement region codes.

Identifying Information

VNDR_ID1_SUM

• Services Procurement, Define Services Procurement, Services Supplier Setup, Vendor Information

• eProcurement, Buyer Center, Vendors, Maintain Vendors, Vendor Information

Maintain vendor information.

See Maintaining Vendor Information.

Services Supplier Info

VENDOR_SPRO_PG

• Services Procurement, Define Services Procurement, Services Supplier Setup, Service Supplier Information

• Services Procurement, Define Services Suppliers, Service Details

Maintain vendors as service suppliers.

Supplier Network Setup

SPB_SUP_NETWORK

• Services Procurement, Define Services Procurement, Services Supplier Setup, Supplier Network Setup

• Services Procurement, Define Services Suppliers, Supplier Network Setup

Maintain a network of service suppliers for each business unit.

Supplier Sourcing Setup - Region

SPB_SPLR_REGION_PG

• Services Procurement, Define Services Procurement, Services Supplier Setup, Supplier Sourcing Setup

• Services Procurement, Define Services Suppliers, Supplier Sourcing Setup

Maintain sourcing rules for suppliers by associating them with regions, service types and services.

Supplier Sourcing Setup - Service Type

SPB_ROLETYPEBYSUPL

Click the Service Type tab from the Supplier Sourcing Setup - Region page.

Associate resource suppliers with service types.

Supplier Sourcing Setup - Service Type by Region

SPB_SPLR_REGSER_P

Click the Service Type by Region tab from the Supplier Sourcing Setup - Region page.

Associate active resource suppliers with regions and service types, and associate regions and service types with a resource supplier.

Supplier Sourcing Setup - Service

SPB_PROJROLEBYSUPL

Click the Service tab from the Supplier Sourcing Setup - Region page.

Associate services with deliverables suppliers.

Supplier Sourcing Setup - Service by Region

SPB_SPLR_REGROL

Click the Service by Region tab from the Supplier Sourcing Setup - Region page.

Associate deliverables suppliers with regions and services.

Suppliers by Region

SPB_REGION_SPLR_PG

• Services Procurement, Define Services Procurement, Services Supplier Setup, Suppliers by Region

• Services Procurement, Define Services Suppliers, Suppliers by Region.

Displays suppliers by region.

Suppliers by Service Type (for resource services)

SPB_SUPLBYROLETYPE

• Services Procurement, Define Services Procurement, Services Supplier Setup, Resource Service Setup, Suppliers by Service Type

• Services Procurement, Define Services Suppliers, Suppliers by Service Type

Displays resource suppliers by service types.

Suppliers by Region/Service Type (for resource services)

SPB_REGSER_SPLR_PG

• Services Procurement, Define Services Procurement, Services Supplier Setup, Resource Service Setup, Suppliers by Region/Service Type

• Services Procurement, Define Services Suppliers, Suppliers by Region/Service Type

Displays suppliers by regions and service types.

Suppliers by Service (for deliverable services)

SPB_SPLR_PROJROLE

• Services Procurement, Define Services Procurement, Services Supplier Setup, Deliverable Service Setup, Suppliers by Service

• Services Procurement, Define Services Suppliers, Suppliers by Service

Displays suppliers by service.

Suppliers by Region/Service (for deliverable services)

SPB_REGROLE_SPLR

• Services Procurement, Define Services Procurement, Services Supplier Setup, Deliverable Service Setup, Suppliers by Region/Service

• Services Procurement, Define Services Suppliers, Suppliers by Region/Service

Displays suppliers by region and service.

Supplier Type

Select Resource, Deliverable, or Both. The supplier type determines what type of requisitions the supplier can fill. If a supplier only provides hourly employees, select Resource. If a supplier only provides services that are paid in one total amount, select Deliverable. If the supplier can provide both types of services, select Both.

Multi Resource Supplier

Select to indicate that this supplier can be included for multi-resource transactions. These transactions support multiple, unique services and service providers in Services Procurement requisitions, sourcing, and work orders. You must select this check box to enable this supplier to be used use multiple resource services.

Internal Supplier

Select if the supplier is internal to your organization.

Include in Invoice Approval

Select if invoices should be routed to the supplier for approval before being routed internally for approval.

If this option is selected after work orders have already been opened for the supplier, then the Supplier Invoice Approver name on these work orders will be missing. Therefore, the system issues a warning whenever this option is selected to remind the user to review all open work orders for this supplier and to assign a supplier invoice approver.

If the Supplier Invoice Approver is missing on any work orders, invoicing will bypass submitting the invoice to suppliers for approval even though this option is selected to Include in Invoice Approval.

Ethnicity

If the vendor is minority owned, select the ethnicity of the owner.

Score

Displays the supplier score as determined from data analysis.

Automatic Sourcing

SPF_AUTOSOURCE

• Services Procurement, Define Services Procurement, Sourcing Setup, Automatic Sourcing

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Workflow, Automatic Sourcing

Define rules to automatically source upon requisition approval.

Bid Factor Setup

BID_FACTOR_PNL

• Services Procurement, Define Services Procurement, Sourcing Setup, Bid Factor Setup, Bid Factor Setup

• Sourcing, Create Events, Bid Factor Setup

Create bid factors.

Assign Business Units and Departments to Bid Factor

BID_FCTR_BUDEPT

Click the Assign BUs and Departments link on the Bid Factor Setup page.

Assign business units and departments to bid factors.

Assign Defaulting Rules to Bid Factor

BID_FACTOR_LINE

Click the Assign Defaulting Rules link on the Bid Factor Setup page.

Assign defaulting rules to bid factors.

Assign Response Query to Bid Factor

BID_FCTR_QRY

Click the Assign Response Query link on the Bid Factor Setup page.

Associate response query to bid factors.

Assign Contract Clauses

BID_FCTR_CLAUSE

Click the Assign Clauses link on the Bid Factor Setup page.

Assign contract clauses to bid factors.

Assign Contract Agreements

BID_FCTR_AGRMNT

Click the Assign Agreements link on the Bid Factor Setup page.

Assign contract agreements.

Bid Factor Group

BID_FACTOR_GRP

• Services Procurement, Define Services Procurement, Sourcing Setup, Bid Factor Setup, Bid Factor Group Setup

• Sourcing, Create Events, Bid Factor Group Setup

Group bid factors.

Bid Factor Mapping

SPF_BIDFCTR_MAP_PG

• Services Procurement, Define Services Procurement, Sourcing Setup, Bid Factor Setup, Bid Factor Mapping

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Bid Factors, Bid Factor Mapping

Map predefined attributes to bid factors in the strategic sourcing module.

Bid Factors by Category

SP_BDFTR_BY_CAT_PG

• Services Procurement, Define Services Procurement, Sourcing Setup, Bid Factor Setup, Bid Factors by Category

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Bid Factors,  Bid Factors by Category

Associate bid factors by category.

Services Procurement Pay Types

SPB_PAY_TYPES

• Services Procurement, Define Services Procurement, Sourcing Setup, Pay Types and Markups Setup, Services Pay Types

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Pay Types, Services Pay Types

Maintain descriptive labels for each pay type.

Markup Details

SPB_SRVC_MRKUP

• Services Procurement, Define Services Procurement, Sourcing Setup, Pay Types and Markups Setup, Markups by Service Type

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Pay Types, Markups by Service Type

Maintain vendor markup information by service type.

Maintain Markups by Region

SPB_RGN_MRKUP

• Services Procurement, Define Services Procurement, Sourcing Setup, Pay Types and Markups Setup, Markups by Region

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Pay Types, Markups by Region

Maintain vendor markup information by region.

Performance Level Codes

SPB_LVL_CD

• Services Procurement, Define Services Procurement, Sourcing Setup, Supplier Scoring Setup, Performance Level Codes

• Services Procurement, Define Service Suppliers, Performance Level Codes

Maintain performance level codes for a supplier.

See Setting Up Performance Level Codes.

Supplier Scoring Rules

SPB_SUP_SCORE_RULE

• Services Procurement, Define Services Procurement, Sourcing Setup, Supplier Scoring Setup, Scoring Rules

• Services Procurement, Define Service Suppliers, Scoring Rules

Maintain supplier scoring rules.

See Setting Up Supplier Scoring Rules.

Bid Factor Code

Enter the bid factor code that maps to the specified services procurement attribute.

Status

Displays the status of the bid factor mapping.

Comment Text

Displays the question related to the bid factor code.

Resource Service type BF (resource service type bid factor)

Select this check box if the bid factor is related to resource-based requisitions.

Note. The RATE and CANDIDATE bid factor mappings only occur on resource-based requisitions, and therefore, only have the Resource Service type BF check box selected.

Deliverable service type BF (deliverable service type bid factor)

Select if the bid factor is related to deliverables-based requisitions.

The AMOUNT bid factor mappings only occurs on deliverables-based requisitions, and therefore, only have the Deliverable service type BF check box selected.

Max Vendor Markup (maximum vendor markup)

Enter the maximum vendor markup rate as percentage or as total amount.

Max Total Markup (maximum total markup)

Enter the maximum vendor tolerance rate in percentage.

Max Vendor Markup (maximum vendor markup)

Enter maximum vendor markup rate as percentage or as total amount.

Max Total Markup (maximum total markup)

Enter maximum vendor tolerance rate in percentage.

Return to Define Services Procurement

Click this page to return to the Define Services Procurement home page.

Return to Services User Setup

Click this page to return to the Services User Setup page.

User Profiles

SPB_USRPRFL_PG_SEC

• Services Procurement, Maintain Users, Services User Setup

  On the Services User Setup (page 1), select Edit an existing Services User option in #1, select any type in step #2, and enter a person ID in #3, and then click the Update User Profile link (#7).

• Services Procurement, Define Services Procurement, Services User Setup

  On the Services User Setup (page 1), select Edit an existing Services User option in #1, select any type in step #2, enter a person ID in #3, and then click the Update User Profile link (#7).

Update the user profile for this services user.

User Profile Information

SPB_USR_PROFILE_PG

• Services Procurement, Define Services Procurement, Services User Setup

  On the Services User Setup (page 1), select Create a new Services User option in #1, select any type in step #2, and then click the Next button.

  Click No in step #3, and then click the User Profile link that appears in step #4.

• Services Procurement, Maintain Users, Services User Setup

  On the Services User Setup (page 1), select Create a new Services User option in #1, select any type in step #2, and then click the Next button.

  Click No in step #3, and then click the User Profile link that appears in step #4.

Update user profile information.

eProcurement Role Actions

PV_ACTIONS

• Services Procurement, Define Services Procurement, User and Team Setup, Role Actions

• Services Procurement, Maintain Users, Role Actions

Assign user roles to delivered role actions.

Role Action for User Setup

SPB_USRSTP_ROLE_PG

• Services Procurement, Define Services Procurement, User and Team Setup, Role Action for User Setup

• Services Procurement, Maintain Users, Role Actions for User Setup

Assign roles to predefined role actions to be used when creating a new user.

User Preferences

PV_OPR_LINKS

• Services Procurement, Maintain Users, Maintain User Preferences

• On the Service User Setup (page 1), choose any existing user in step #1, select any type in step #2, and enter person ID in step #3, and then click the User Preferences link in step #5.

Enter overall and procurement preferences.

Overall Preferences

OPR_DEF_TABLE_FS1

Click the Overall Preferences link on the Users Preferences page.

Capture the default business unit and default setID for the requester, and add all other users.

Requester Defaults

SPB_REQ_USR_DEF_PG

• Services Procurement, Maintain Users, Service Requester Defaults

• On Service User Setup (page 1) select the 'existing' option in step #1 and in step #2, select Requester, and click the Requester Default link.

Set up preferences for requesters.

Service Coordinator Defaults

SPB_SRVC_USRDEF_PG

• Services Procurement, Maintain Users, Service Coordinator Defaults

• On Service User Setup (page 1) select the 'existing' option in step #1, and select Service Coordinator in step #2, and then click the Service Coordinator Defaults link.

Set up preferences for service coordinators.

Services User Setup (page 1)

SPB_USER_SETUP_PG1

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

• Services Procurement, Maintain Users, Services User Setup

Register requesters, service coordinators, service providers, service provider contacts, service administrators, and approvers.

Services User Setup (page 2)

SPB_USER_SETUP_PG2

Click the Create a New Services User button, and then click the requester, service coordinators, service providers, service provider contacts, service administrator, or approver option to add a new user.

Determine whether the new user has an existing user profile or needs a new profile, add new users as requesters, and establish security and user preferences for the new user.

User Profile Information

PB_USR_PROFILE_PG

Click the User Profile link on the Services User Setup (page 2).

Enter user ID and password information for the new requester.

Requester Setup

REQUESTOR_TBL

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

  Click the Add button on the Services User Setup page to add the new user as a requester or click the Edit Requester link to edit an existing requester.

• Services Procurement, Maintain Users, Requester Setup

Define requisition and catalog defaults for the requester.

Business Unit Security by User ID

SEC_BU_OPR

Click the Unit by User ID link on the Services User Setup page.

Set up business unit access by user ID.

TableSet Security by User ID

SEC_SETID_OPR

Click the TableSet by User ID link on the Services User Setup page.

Set up TableSet access by user ID.

Maintain Service Coordinator

SPB_PERSON_PAGE

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

  Click the Add button to add a new Person ID or click the Edit Service Coordinator link to edit an existing service coordinator Person ID.

• Services Procurement, Maintain Users, Service Coordinator

Define personal information for the service coordinator

Maintain Service Coordinator - Service Coordinator Information

SPB_COORDINATOR_PG

Click the Service Coordinator Information link on the Maintain Service Coordinator page.

Define employee and user ID information.

Maintain Service Coordinator - Phone and Email Details

SPB_USR_PH_EM_PAGE

Click the Phone and Email Details link on the Maintain Service Coordinator page.

Enter telephone and email details for the service coordinator.

User Login Information - User Profile Information

SPB_PERSLGN_SEC_PG

Click the Create User Profile button on the Service Coordinator Information page.

Define login information for the service coordinator.

Maintain Provider Contact

SPB_SP_PERS_PAGE

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

  Click the Add button to add a new Person ID or click the Edit Service Provider Contact link to edit an existing service provider contact for the selected Person ID.

• Services Procurement, Maintain Users, Provider Contact

Define personal information for the provider contact.

Maintain Provider Contact - Provider Contact Information

SPB_PROV_CNTCT_PG

Click the Provider Contact Information link on the Maintain Provider Contact page.

Define supplier, location code, and create user profile.

Maintain Provider Contact - Phone and Email Details

SPB_USR_PH_EM_PG2

Click the Phone and Email Details link on the Maintain Provider Contact page.

Enter telephone and email details for the provider contact.

Replace Service Coordinator

SPB_REPLACE_SC

• Services Procurement, Maintain User, Replace Coordinator

• Services Procurement, Define Services Procurement, User and Team Setup, Replace Coordinator

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

  Select a person ID in step #3, and then click the Edit Service Provider link in step #4.

  Change the Person Type to Service Provider/Coordinator and then click the Save button.

  Click the Replace Service Coordinator link.

Use this page to replace the service coordinator. This page is used for non-VMS service coordinators.

Multi Resource Service Information

SPB_REPL_REQ_MRSC

Click the Positions link in the Requisition Details grid on the Replace Service Coordinator page.

View requisition details including the requisition ID, service, service type, and positions for each service.

Multi Resource Service Information

SPB_REPL_WO_MRSC

Click the Positions link in the Work Order grid on the Replace Service Coordinator page.

View work order details including the work order ID, service, service type, and positions for each service.

Replace VMS Service Coordinator

SPB_REPL_VMS_SC

• Services Procurement, Maintain Users, Replace VMS Coordinator

• Services Procurement, Define Services Procurement, User and Team Setup, Replace VMS Coordinator

Use this page to replace VMS service coordinators. This page is used to replace VMS service coordinators.

Service Coordinator Replacement Log

SPB_REPLASC_LOG

• Services Procurement, Maintain Users, Coordinator Replacement Log

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup, Coordinator Replacement Log

View requisitions and work orders on which the service coordinator replaced.

Maintain Service Provider

SPB_PERS_PROV_PAGE

• Services Procurement, Define Services Procurement, User and Team Setup, Services User Setup

  Click the Add button to add a new Person ID or click the Edit Service Provider link to edit an existing service provider for the selected Person ID.

• Services Procurement, Maintain Users, Service Provider

Maintain service provider information, including personal information for the provider.

Eligibility Status Confirmation

SP_REASONCD_DTL

Select or deselect the Eligible check box on the Maintain Service Provider page.

Provide a reason code for making the eligibility status change if the installation options have been defined to use reason codes. In addition, if the installation options have been defined to require comments, you must enter comments for the change.

Maintain Service Provider - Service Provider Information

SPB_PROVIDER_PG

Click the Service Provider Information link on the Maintain Service Provider page.

Maintain service provider information. This includes defining work status, project role, supplier, years of experience, and other parameters to define the service provider.

Note. If you are maintaining an independent service supplier, a similar page is used, but a provider contact is not required.

Maintain Service Provider - Service Provider Information

SPB_INDP_PROVIDER_PG

Click the Service Provider Information link on the Maintain Service Provider page.

Maintain independent service provider information.

Note. This page is similar to the Maintain Service Provider - Service Provider Information page except independent providers do not have provider contacts.

Maintain Service Provider - Phone and Email Details

SPB_USR_PH_EM_PG3

Click the Phone and Email Details link on the Service Provider Information page.

Enter telephone and email details for the service provider.

Service Provider Skills

SPB_PROV_SKILL_PG

Click the Provider Skills link on the Service Provider Information page.

Select appropriate competencies for the service provider.

Service Provider Identifiers

SPB_PRV_ID

Services Procurement, Define Services Procurement, User and Team Setup, Service Provider Identifiers

Set up service provider identifiers. Identifiers are types of identifications that uniquely identify people, such as a social security number.

Service Provider Eligibility Review

SPB_SPELGBLTY_SRCH

Services Procurement, Define Services Procurement, User and Team Setup, Provider Eligibility Search

Search for ineligible service providers. This is a Verity search.

Service Team

SPB_TEAM

• Services Procurement, Define Services Procurement, User and Team Setup, Service Team

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Teams, Service Team

Create service coordinator teams that can source and bid on each other's requisitions and edit each other's work orders.

Teams by Region/Service Type

SPB_TEAM_STREG

• Services Procurement, Define Services Procurement, User and Team Setup, Teams by Region/Service Type

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Service Teams, Teams by Region/Service Type

Determines which team will be defaulted to a requisition or work order. If there is no default team associated to the service requester, the system then looks for a team by region and service type.

SP_ADD_SERV_PROVIDER

Enables user to add service providers from the supplier portal.

Note. If this role action has an active role associated to it, the Add Service Provider link is visible and editable. If no roles are associated to this role action, the link is hidden.

SP_ADD_WO_ADHOC_ACT

Enables you to add ad hoc work order activities.

SP_ALLOW_PASTDATE

Enables you to add requisitions with a start date in the past.

SP_APPROVER

Enables you to approve service requisitions.

SP_COORDINATOR_BUYER

Enables you to edit a sourced requisition, cancel the requisition, and view the life cycle from the Sourcing and Review page.

SP_ENFORCE_PROJ_ATTR

Enforces the timesheet attributes (Overtime and expense options) associated with the project on the requisition.

SP_ENTERPRISE_ADMIN

Identifies enterprise administrators.

SP_EXP_APPROVER

Determines which user roles can approve expenses.

SP_HIDE_SOURCING_PG

Hides the sourcing preferences functionality from the requisition. It disables the sourcing preferences from the PeopleSoft Services Procurement requisition page, thus, preventing the requester from specifying preferred vendors.

SP_INVOICE_APPROVER

Enables you to approve invoices.

SP_IGNORE_REAPPR

Does not initiate the re-approval process for the roles assigned to this role action, when the requisition is filled with higher rate.

SP_OVERRIDE_SUR_FLAG

Enables you to override the survey required setting from the service type on the work order.

SP_PROVCNTCT_ACTION

Validates if the logged in user has the Provider Contact role. Determines valid actions on progress logs and work orders.

SP_REQUESTER

Determines which user roles can create service requisitions.

SP_SERVICE_PROVIDER

Identifies service providers.

SP_SRVC_COORDINATOR

Determines which user roles can source requisitions.

SP_SUPPLIER_ADMIN

Identified supplier administrators.

SP_SUPPLIER_INV_APPROVER

Enables service provider contacts to approve invoices.

SP_TIME_ADJUST

Enables you to adjust timesheets.

SP_TIME_APPROVER

Determines which user roles can approve timesheets.

SP_TIME_PROXY

Enables service provider contacts to enter timesheets on behalf of a service provider.

WF_REAAPR_REQUIRED

Enables you to edit a few fields (service coordinator, time approval, and competency description) on the requisition even after it's approved or sourced.

SP_EXPENSE_PROXY

Determines which user roles can enter expenses on behalf of the service provider.

SP_PLOG_APPROVER

Determines which user roles can approve progress logs.

SP_HIDE_RT_BREAKDOWN

Determine which users have access to view the Rate Break Down Details throughout the fulfillment transaction process.

SP_TIME_ADJUST_TRC

Enables which users can adjust time categories during the timesheet approval process.

SP_TIME_HIDE_TRC_SUM

Determines whether a user role can view time reporting code summaries. When you assign this role action to a user role, that role will not be able to view the summaries on the Review Timecard page.

SP_VMS_MSP_BREAKDOWN

Determine which users can view the VMS or MSP breakdown details throughout the fulfillment transaction process.

SP_WRKORDER_APPROVER

Enables you to approve work orders.

Service Type

Select the default service type.

Service (Project Role)

Select the default service (project role).

Invoice Approver

Select the default invoice approver. The values include users who have at least one of the roles specified for the role action: SP_APPROVER.

Allow Time/Expense Overage %

Select the default tolerance for time and expense.

Service Coordinator

Click to add a default service coordinator who will source the requisition.

Service Team

Click to add a default service coordinator team for the service coordinator. The system uses this default if the service requester does not have a default team, and the requisition region/service type does not have a team defined. The service team is not required.

Note. You can select a default Service Coordinator or Service Coordinator Team for the selected requester. If a default Service Coordinator team is specified, it will be the first selection for defaulting. If a default Service Coordinator is specified, it will only be used if no team is found on the Service Teams by Region/Service Type or Business Unit.

Requisition Notification Method

Select the notification method for requisitions.

May Enter Work Order

Select this option so that the user can add new work orders.

May Extend Work Order

Select this option so that the user can extend the duration of the work order contract.

Note. Select this check box to enable users to extend work order agreements.

Authorized to Source to Preferred Suppliers

Select this option so that the user can source requisitions to preferred suppliers.

Note. Select this check box to enable users to source requisitions to preferred suppliers in the sourcing details section of the requisition.

Service Type

Select the default service type.

Service (Project Role)

Select the default service (project role).

Invoice Approver

Select the default invoice approver. Values include users who have at least one of the roles defined in the role query: SP_INVOI CE_APPROVER.

Allow Time/Expense Overage %

Select the default tolerance for time and expense.

Requisition Notification Method

Select the notification method for requisitions.

May Enter Work Order

Select this option so that the user can add new work orders.

May Extend Work Order

Select this option so that the user can extend the duration of the work order contract.

Note. Select this check box to enable users to extend work order agreements.

Authorized to Delegate

Select this option so that the user can delegate another service coordinator to source a requisition.

Authorized to Change Sourcing Rules

Select this option so that the user can update the sourcing rules defined on the requisition when sourcing.

Person Type

Select the type of user for this person. Values include:

Service Provider: This person records and views time and expense information. Service providers are those supplier users that perform the needed service.

Service Provider/Coordinator: This person sources and bids for service providers and also performs the duties of a service coordinator (recruiter).

Person Status

Select the person's status. Values include:Active, Inactive,and Pending Registration.

See Creating and Editing Service Coordinators.

Job Title

Enter the job that the person performs for the organization.

Independent Provider

Select to indicate that this service provider or service provider/coordinator does not have any provider contacts that represent them.

Eligible

Click to either indicate that the service provider is eligible or ineligible for new assignments. If the check box is selected, the provider is eligible for assignments. If the check box is deselected, the provider is ineligible for new assignments.

When you select or deselect the check box, the system displays the Eligibility Status Confirmation page. You use the page to assign a reason code for the eligibility change and if required enter comments for the change. The system tracks the changes made to a service provider's eligibility. Administrators and service coordinators can view the history by clicking the Eligibility History link.

Country

Select the country or countries in which you want to use this service provider identifier. The country that you select must have had at least one identifier ID assigned to it using the Service Provider Identifiers page. If IDs have not been assigned, the system cannot populate the Identifier ID field.

Identifier ID

Enter the type of identifier that you want to use to uniquely identify service providers. An identifier ID might be, for example, a US social security number. You must assign an identifier ID to a country to make it available for selection.

Value

Enter the value for the corresponding identifier ID. This value should be unique to the service provider. For example, if the ID is a social security number, the number should belong to the service provider. The system uses this value to match potential ineligible providers.

Service Provider Information

Select to access the Service Provider Information page.

See Maintaining Service Provider Information.

Phone and Email Details

Click to access the Phone and Email Details page where you define phone and email information for the service provider.

Eligible History

Click to view updates that have been made for this service provider. The system displays the reason code for the update and any comments that were made in conjunction with the update. This link is not available for the service provider contact administrato

Function Type

Indicates if a service provider is an independent provider. Independent providers do not require provider contact information as do supplier providers. This is a display-only field.

Effective Date

Select a date for which you want this service provider to become available for actions. The date determines when you can view and change information for the provider.

Supplier Set ID

Select a supplier setID. A setID enables the sharing of control data among business units. This value determines the values available for the Supplier field.

Supplier

Select a supplier. Only values for the selected supplier setID are available. This field also determines the values that are available for the Location Code field.

Location Code

Select a supplier location code. This defines the address for the supplier.

Provider Contact

Select a provider contact. A service provider contact is a supplier who can manage a service provider roster, view service requisitions, submit bids, communicate with service coordinators, view bid and response information, enter progress logs, and view timesheets and expenses.

Note. If you are defining an independent service provider this field is not available.

Work Status

Select a status that indicates the work status for the service provider. These statuses provide the conditions under which a service provider can be employed and include:

GC Holder: (green card holder)

H-1 Visa:A nonimmigrant visa category in the United States under the Immigration and Nationality Act.

NAFTA: (North America Free Trade Agreement)

Other

U.S Citizen

Years Experience

Select a value that best describes the service provider's experience.

Travel Required

Select to indicate that the service provider is required to travel.

Telecommute

Select to indicate that the job allows the service provider to work from home.

Identifier (ID)

Enter the type of identifier that you want to use to uniquely identify service providers. A type of identifier might be, for example, a US social security number. Because a social security number is assigned to a specific individual, then as an identifier, the value of that number can be used as a cross reference to uniquely identify the service provider. Other identifiers can include such things as drivers license or passport numbers.

Description

Enter a short description for the identifier ID.

Long Description

Enter an extended description for the identifier ID.

Hide Fields

Select to indicate that you don't want to display the values for this identifier on the list of potential matches to the service coordinator or requester.

Country Code (Optional)

Select the country or countries in which you will use this identifier ID. The identifier code is only available with the country codes you select. If a country code is not selected, the identifier ID is available for all countries.

Person ID

Select the person ID for the service provider. The system displays the service provider's name.

Country

Select the country for which you want to search. You can enter up to four country codes and their associated identifier IDs and ID values.

Identifier

Select the identifier ID. You can search on a single ID or use any other ID that has been defined for the service provider.

Value

Displays the value assigned to the service provider for this country and identifier ID combination.

Select

Select when you want to indicate that the corresponding service provider's status should be set to Unacceptable. After you make the selection, click the Potential Match Found button to notify the administrator. If you are the service coordinator or requester, you need to cancel the work order or select a new service provider.

Match Found

Click to indicate that there is a potential match for an ineligible service provider. If a listed service provider is identified as an actual match, you should select the Select check box for that provider before clicking the Match Found button. When the administrator clicks the Match Found button, the system updates the eligibility status of the provider to indicate that the provider is not eligible.

If a service coordinator or requester clicks the Match Found button, the system sends a notification to the administrator to change the service provider on the bid or work order to an Ineligible status. At this point, the service coordinator or requester can only cancel the work order or select a new service provider.

The system uses a system-supplied generic email template (INEB_PROV) to notify the administrator. You can update the template.

Match Not Found

Click to indicate that there are no potential search results that match the service provider. When you click the button, the system returns you to the page from which you launched the search. When there are no matches, the bid response and work order submission processes can continue.

Service Coordinator

Select the service coordinator that you want to replace. This is a required field.

Business Unit

Select the business unit for the service coordinator. This is a required field.

Service Method

Select a method on which to base a search. This is a required field. Methods include:

Deliverable: Select to search for services that are generally performed by an entire work force, such as a requisition or work order for an entire project, not just the hours worked by a single service provider.

Multi Resource: Select to search for requisition or work order services that support multiple, unique services and service providers.

Resource: Select to search for requisition or work order services of an individual service provider.

Service Type

Select a value for the service coordinator. If you want to retrieve all service types, leave this field blank.

Note. If the Use HCM Terminology? option is selected on the Services Procurement Installation Options page, the label for this field is Job Family.

See Defining Services Procurement Installation Options.

Service

Select a project role for the service coordinator. If you want to retrieve all project roles, leave this field blank.

Note. If the Use HCM Terminology? option is selected on the Services Procurement Installation Options page, the label for this field is Job Code.

Transaction Type

Select a value to determine the types of transactions to be retrieved. Values are:

• Requisition Through Work Order: Select this option to retrieve all associated services requisitions and work orders.

  Include Closed Requisitions: Select this option if you want to include all closed services requisitions.

• Work Order Only: Select this option if you want to retrieve work orders only.

  Include Finalized Work Orders: Select this option if you want to include any work orders that have been finalized.

View Coordinator Statistics

Click this link to display the number of transactions associated to the selected service coordinator. The statistics information includes only the top-line, multi-resource transaction information, and does not provide lower-level services information.

Hide Coordinator Statistics

Click this link if you do not want the system to display the coordinator statistics.

Note. This link is available only after you have clicked the View Coordinator Statistics link.

Search

Click to retrieve transactions based on the search criteria.

Expand All and Collapse All

These options appear when the transaction type of Requisition Through Work Orders is selected. Click to expand or collapse the grid to view any work orders associated with requisitions.

Click the arrow toggle switch button to display associated work orders for a single requisition line. If there are no associated work orders for the requisition line, this button is hidden.

Click the Selection check box next to the requisitions or work orders where you want to replace the services coordinator.

Positions

Click to view lower-level services associated with either the requisition or work order. When you access the Replace Service Coordinator page, the system displays the top-line service coordinator for the requisition or work order. When you replace the top-line requisition or work order coordinator, the system also replaces the corresponding lower-line coordinators for the requisition or work order.

When you click the Positions link, you access the Multi Resource Service Information page. The page displays the service and service type and the number of positions for the each service type. This link is available when a multi-resource requisition or work order has more than one service position.

Select/Deselect All

Click to automatically select or deselect all the check boxes in the search results grid.

Assign To

Select to whom the requisitions or work orders should be reassigned. Values are:

• Service Coordinator: Select the specific service coordinator to whom you are reassigning requisitions and work orders.

• Service Coordinator Team: Select this option to reassign to a service coordinator team. If you select this option, the Team ID and Default Team Member fields become available:

  • Team ID: Select this option and all team members receive notification of the reassignment.

  • Default Team Member: Select this option and the specific team member that you select is notified of the reassignment.

Generate email notifications using batch process

Select this option to run the email notifications as a batch process rather than including them as part of the online processing. The service coordinator or team receives an email that includes a link to the Coordinator Replacement Log for the transactions that have been reassigned.

Note. A URL must be defined for the replacement email notification. Define this URL using the URL Maintenance page (PeopleTools, Utilities, Administration, URLs) for the SP_REPLACESC_EM and SP_REPLACETEAM_EM URL identifiers.

Comments

Enter any applicable free-form text related to the reassignment.

Replace Service Coordinator

Click to replace the service coordinator on all selected transactions. A confirmation page displays, and you must click the OK button to confirm the replacement process. In addition, upon clicking the OK button, email notifications will be generated either online or in batch if the Generate email notifications using batch process option has been selected.

Coordinator Service Log

Click this link to access the Coordinator Service Log to view transactions associated with the reassignment.

VMS Supplier

Select the VMS supplier for which transactions are to be reassigned. If there is only one VMS supplier, then it appears as a default value in this field. This is a required field.

Service Method

Select a method on which to base a search. This is a required field. Methods include:

Deliverable: Select to search for services that are generally performed by an entire work force, such as a requisition or work order for an entire project, not just the hours worked by a single service provider.

Multi Resource: Select to search for requisition or work order services that support multiple, unique services and service providers.

Resource: Select to search for requisition or work order services of an individual service provider.

Replacement Method

Select a value to indicate the method to use for replacement. Values are:

• Use Transaction's Current VMS Relationship Definition: Select this option to indicate that the selected transactions will be assigned to the VMS coordinator or team that is currently effective for the related service type or business unit and VMS supplier.

  This is the default value for the field.

  If the check boxes next to the transactions in the Requisition Details group box are display only, one of the following scenarios may be occurring:

  - The service coordinator associated with the current VMS definition is the same as the service coordinator that you are trying to replace.

  - If the VMS definition uses a service coordinator team, then the current VMS definition shows a team that is different from the transaction selected.

  Note. You will not be able to select this replacement method if the service coordinator, team, or if the service coordinator is the only member of the VMS supplier team. For example, if the VMS transactions are being handled by only one VMS service coordinator team, then you cannot use this replacement method. In addition, if the service coordinator is the only member of the VMS team, then you cannot use this replacement method.

  Note. Once a VMS service coordinator has been replaced on a requisition, the replacement service coordinator takes precedence over any other service coordinator changes made to the VMS setup definition. For example, when a requester creates a VMS-managed service requisition, the VMS supplier, location and service coordinator are assigned to the VMS requisition from the VMS setup definition. Then, when the requester edits the requisition, the system checks for more recent changes to the VMS supplier, location, and service coordinator defined in the VMS setup definition. If the system finds more recent changes to these fields, it refreshes the requisition with the most recent VMS setup information.

  However, if the requisition's VMS Service Coordinator has been replaced by the Replace VMS Coordinator function, then the system applies the change made by the replacement feature as taking precedence, and the system will not refresh the VMS Service Coordinator on the requisition, even if there has been a more recent change in the VMS setup definition.

• Specify Replacement Coordinator/Team: Select this option to indicate that all selected transactions will be assigned to a single VMS team or service coordinator.

  If you select this option, the Service Coordinator and Service Coordinator Team fields become available where you can assign the transactions.

  See Replacing VMS Service Coordinators.

Service Coordinator from VMS Definition

This column displays the VMS service coordinator that is defined for this VMS supplier.

Service Team from VMS Definition

This column displays the VMS service team that is defined for this VMS supplier.

Positions

Click to view lower-level services associated with either the requisition or work order. When you access the Replace VMS Coordinator page, the system displays the top-line VMS coordinator for the requisition or work order. When you replace the top-line requisition or work order VMS coordinator, the system also replaces the corresponding lower-line VMS coordinators for the requisition or work order.

When you click the Positions link, you access the Multi Resource Service Information page. The page displays the service and service type and the number of positions for the each service type. This link is available when a multi-resource requisition or work order has more than one service position.

From Service Coordinator

Select the service coordinator that was replaced.

To

Select a value to indicate the role that was replaced: Values are Service Coordinator and Service Coordinator Team.Select the service coordinator or service coordinator team in the adjacent field that is available.

Business Unit

Select the specific business unit associated with the service coordinator. If you want to see all business units to which the service coordinator is associated, leave this field blank.

Requisition ID

(Optional) Select a specific requisition or leave this field blank if you'd like to retrieve all requisitions associated with the service coordinator.

Work Order ID

(Optional) Select a specific work order or leave this field blank if you'd like to retrieve all work orders associated with the service coordinator.

Date From and Date To

(Optional) Enter the beginning and ending dates to narrow the results that are retrieved.

Requisition ID and Work Order ID

Click a link to access information related to the requisition or work order.

Return to Replace Coordinator

Click this link to access the Replace Coordinator page.

Note. If you are reviewing VMS service coordinators, the link will read Return to Replace VMS Coordinator.

Notify team members of other team member's worklist items

Select to notify all team members with a notification type of Email and Worklist or Worklist Only when any service coordinator on the team receives a worklist notification. The initial sourcing notification will be sent to all team members regardless of this setting

Return to Time and Expense Setup

Click this link to return to the Time and Expense home page.

Shift

SPB_SHIFT

Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Shifts

Define shifts to be used on timesheets.

Note. This page appears only if the Enable Shifts check box is selected on the Services Procurement Business Unit Definition page.

Assignment

SPB_ASSIGNMENT

Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Assignments

Define assignments to be used on timesheets.

Note. This page appears only if the Enable Assignments check box is selected on the Services Procurement Business Unit Definition page.

Services Procurement Business Unit Definition

BUS_UNIT_TBL_SP

• Set Up Financials/Supply Chain, Business Unit Related, Services Procurement, Services Procurement Options

• Services Procurement, Define Services Procurement, General Setup, Business Unit Definitions, Services Procurement Defn

Select the check boxes to enable the business units to use shifts, assignments, and time category overrides.

Shifts by Service

SPB_SHFT_BY_SRV

Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Shifts by Service

View and modify valid shifts that are associated with a specific service.

Assignments by Service

SPB_ASGN_BY_SRV

Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Assignments by Service

View or modify assignments that are associated with a specific service.

Shift by Service

Service by Shift

Assignment by Service

Service by Assignment

QRY_QUERY

Reporting Tools, Query, Query Manager

Use this page to select the query name for which you want to run these PSQUERY reports:

• Shift by Service

• Service by Shift

• Assignment by Service

• Service by Assignment

Service Time/Progress Template

SPA_TIME_TMPL_PG

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Service Time/Progress Template

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Service Time/Progress Template

Create services templates. Enter or modify options used in a timesheet to enter time and expense information and progress information.

Select ChartFields

SPA_TIME_TMPL_DIST

Click the Select ChartField link on the Service Time/Progress Template page.

Select the ChartFields to display on the Timesheet. The values from the selected ChartFields will be used to allocate time on Distribution lines.

Note. This option is only available when you select Actual Allocation as your time reporting option.

Services Time Reporting Codes

SPA_TRC_CODE

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Services Time Reporting Codes

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Services Time Reporting Codes

Define time reporting codes.

Pay Types by Time Reporting Codes

SPA_TRC_PAYTYPE

Click the Pay Types link on the Services Time Reporting Codes page.

Enter and view pay types that are associated with time reporting codes. Use this page to indicate the pay rate and mark up rates that are used on the work order.

Note. This option is only available when pay types are used.

Time Reporting Rule

SPA_TIMERPT_RUL

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Time Reporting Rule

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Time Reporting Rule

Define rules for reporting time.

Business Purpose

EX_PURPOSE

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Business Purpose

• Set Up Financials/Supply Chain, Product Related, Expenses, Purchase, Business Purpose

Use business purposes to justify a business expense as a corporate tax deduction.

Distance Rate

EX_AUTO_RT_TBL

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Distance Rate

• Set Up Financials/Supply Chain, Product Related, Expenses, Management, Distance Rate

Define expense distance rates.

Expense Types - Expense Types1

SPA_EXPENSE_TYPES1

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Type

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Expense Type

Define expense types.

Expense Types - Expense Types2

SPA_EXPENSE_TYPES3

Click the Expense Types2 tab from the Expense Types1 page.

Define expense types.

Expense Payment Type

SPA_EXPEND_MTHD

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Payment Type

• Set Up Financials/Supply Chain, Product Related, Services Procurement, Time and Expense, Expense Payment Type

Create payment types that show (on an expense sheet) how an expense item was paid.

Expense Location

EX_LOCATION

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Expense Location

• Set Up Financials/Supply Chain, Product Related, Expenses, Location, Expense Location

Create an expense location that can be required on an expense sheet.

When you define an expense type, you can require a service provider to enter the location for the transaction to ensure that the cost accurately reflects prevailing prices for that region.

Preferred Merchant

EX_MERCHANT

• Services Procurement, Define Services Procurement, Settlement Setup, Time and Expense Setup, Preferred Merchant

• Set Up Financials/Supply Chain, Product Related, Expenses, Purchase, Preferred Merchant

Define a preferred merchant that you can include in an expense type. When you define an expense type, you can require a service provider to enter the preferred merchant for that transaction to ensure that the cost accurately reflects prevailing prices for that region.

Payment Terms Timing Codes

PYMT_TERMS_TIMING

• Services Procurement, Define Services Procurement, Settlement Setup, Invoicing Setup, Payment Terms Timing Codes

• Set Up Financials/Supply Chain, Product Related, Procurement Options, Payments, Payment Terms Timing Codes

Define payment terms timing for each period that you reference in your payments.

Payment Terms - Single Payments

PYMT_TERMS_SINGLE

• Services Procurement, Define Services Procurement, Settlement Setup, Invoicing Setup, Payment Terms - Single Payment

• Set Up Financials/Supply Chain, Product Related, Procurement Options, Payments, Payment Terms - Single Payment

Define valid payment terms for single payments.

Search Where Used

SNGL_TRMS_WHR_USED

Click the Search Where Used link on the Payment Terms - Single Payments page.

View where payment terms are used.

Calculate Example Payment Data (single payment terms)

SNG_TR_CLC_PAY_DTA

Click the Calculate Example Payment Data link on the Payment Terms - Single Payments page.

Calculate example data for single payment terms.

Payment Terms - Multi Payment

PYMT_TERMS_MULTI

• Services Procurement, Define Services Procurement, Settlement Setup, Invoicing Setup, Payment Terms - Multi Payment

• Set Up Financials/Supply Chain, Product Related, Procurement Options, Payments, Payment Terms - Multi Payment

Define valid payment terms for multiple payments.

Calculate Example Payment Data (multiple payment terms)

MLT_TR_CLC_PAY_DTA

Click the Calculate Example Payment Data link on the Payment Terms - Multi Payment page.

Calculate example data for multiple payment terms.

Accounts Payables Interface

SPA_AP_INTRFACE

• Services Procurement, Define Services Procurement, Settlement Setup, Invoicing Setup, Accounts Payables Interface

• Set Up Financials/Supply Chain, Product Related, Services Procurement, AP Interface

Define accounts payable application interface information.

Multiplication Factor

Define the multiplication factor for the TRC. The system uses the value that you enter when calculating time and expense amounts.

Note. This factor is applied in addition to any applicable shift or assignment pay rate. In addition, for assignment pay, the assignment pay rate must be Based on Time.

Pay Types

Associate pay types with time reporting codes. Available only if pay types are enabled on the Services Procurement Installation Options page.

Pay Type

Select the pay type you are to pay to the supplier

Multiplication Factor

Select the multiplication factor for the pay type. The value appears by default from the Services TRC multiplication factor, but you can override the value.

Description

Enter a long description to identify the time reporting rule.

Default TRC (default time reporting code)

Select a default TRC to use when the time reporting rule does not meet the rule criteria.

Rule Sequence

Enter a rule sequence number. This value is used to determine the order the system validates and applies the rule criteria to a timesheet. Since the rule sequence numbers are incremental, be sure to prioritize the rule in the order in which you want the system to evaluate and validate the TRC codes to use for time reporting.

Note. Always identify the most important rules at the lowest rule sequence to ensure that the system picks up those rules first. If you define a priority rule at higher sequence number and the system validates another rule that qualifies at a lower sequence number, the system uses the lowest rule sequence to populate the timesheet.

For example, if you create a rule with specific capture dates (as in the case of holidays), always be sure to define those dates first. The system starts at the most current rule sequence and works its way down the list. Also, if you want to be sure that there is always a valid rule in place, identify the "catch-all" rule as the last rule in the sequence. That way, you are always sure that there is a valid rule in the sequence.

Rule Scope

Select the time scope that this rule sequence covers.

Values include Date, Day of the Week, and Time Period.

Rule Type

Select the type for this rule sequence.

Values include Time Quantity and TRC List.

Date

Enter the date for which this rule applies.

Min Threshold (minimum threshold)

Enter minimum quantity of hours for this rule.

Max Threshold (maximum threshold)

Enter the maximum quantity of hours fro this rule.

TRC (time reporting code)

Select a value to use with this time reporting rule.

Override UOM (override unit of measure)

Select an alternative UOM to use as an override on the work order. Use this UOM to calculate a different rate on the work order.

Blackout

Select to prevent time from being entered for the specified day.

Note. This option is only available for the rule type of TRC List.

Day of Week

Enter a day of the week to create a time reporting rule.

Values include:

• Sunday

• Monday

• Tuesday

• Wednesday

• Thursday

• Friday

• Saturday

Time Period

Enter a time period to create a time reporting rule.

Values include Bi-Monthly, Daily, Monthly, Semi-Monthly, and Weekly.

SetID

Select the setID that will be able to use this shift.

Shift ID

Enter a name for the shift.

Description

Enter a description for the shift. This is a required field.

Effective Date

Enter the date that the shift will become effective. The current date is the default value. This is a required field.

Add effective-dated rows for each Shift Pay type as required.

Effective Status

Select Active (default) or Inactive. This determines if this shift will be available for use on timesheets. Only shifts with a status of Active will be available for use. This is a required field.

Note. If you change an Active shift to Inactive, the system will issue a warning message if there are any existing shift and service combinations for the effective-dated shift.

Shift Start Time and Shift End Time

(Optional) Enter the start and end times for the shift. Shift pay is paid for work performed during this time period. You can leave this blank and the system will automatically select the shift based on the start and end times entered on the timesheet.

Note. Start and stop times are for informational purposes only. If the 24-hour clock time template is used and the Derive Shift Based From Time of Day option is selected, then the system automatically populates the default time values in this fields. However, these start and stop times can still be modified at the template definition level.

Shift Pay

Select a value to indicate the basis for the shift pay calculation:

• Add to Work Order Rate: Shift pay is added to the work order rate for this shift.

• Add % of Work Order Rate: Shift pay is defined as a percentage of the work order rate.

  You must enter percentage rate in the Shift Percent field.

• Substitute Work Order Rate: Shift pay rate will replace the work order rate for this shift.

This is a required field.

Shift Pay Rate Percentage

Enter a negative or positive percent value for the shift pay rate. This is a required field and is used with the Add % of Work Order Rate value.

Shift Pay Rate Amount

Enter a negative or positive amount. If pay types are not selected, then this is a single rate. If pay types are selected, this rate must be broken out into the Pay Rate, Fixed Cost, Vendor Markup, and Third-Party Markup fields that appear. This is a required field and is used with the Add to Work Order Rate or Substitute Work Order Rate values.

Shift Pay Rate Currency

Enter the currency code for this shift pay rate. This field works with the Add to Work Order Rate or Substitute Work Order Rate values.

Shift Pay Rate UOM (unit of measure)

Enter the unit of measure for this shift pay rate. This field works with the Add to Work Order Rate or Substitute Work Order Rate values.

Project Role

Select a value for this service (job) code.

Shift ID

Select the shift to be associated with this service.

Effective Date

Enter the effective date for this service. This is a required field.

Detail Definition

Select a method to use for defining details of the shift. Values are:

• Define for Service: Indicates that the shift is available for use with this service as of the effective date.

  The service and shift combination will have specific times and rates defined.

  Note. The Description group box appears when you select this option.

• No Longer Valid for Service: Indicates that the shift is no longer available for use as of the effective date.

• Use Shift Definition: Indicates that the shift is available for use with the service as of the effective date.

  The shift times and rates from the Shift Definition will be used for this service.

Start of Shift and End of Shift

(Optional) Enter the beginning and ending times for the shift.

Note. Start and stop times are for informational purposes only. If the 24-hour clock time plate is used and the Derive Shift Based From Time of Day option is selected, then the system automatically places default time values on this fields. However, these start and stop times can still be modified at the template definition level.

Shift Pay

The default values come from the Shift definition page but you can modify it here. Values are:

• Add to Work Order Rate: Shift pay rate will be added to the work order rate for this shift by service.

• Add % of Work Order Rate: Shift pay is defined as a percentage of the work order rate.

• Substitute Work Order Rate: Shift pay rate is substituted for the work order rate.

  If you select this option, can only enter a positive amount in the Pay Rate field.

Pay Rate

This required field is available if you select Add to Work Order Rate or Substitute Work Order Rate.If you selected the Add to Work Order Rate, you must enter a positive or a negative amount in this field, If you selected the Substitute Work Order Rate value, you must enter a positive amount.

If pay types are not selected, then this is a single rate. If pay types are selected, this rate must be broken out into the Pay Rate, Fixed Cost, Vendor Markup, and Third-Party Markup fields that appear.

Shift Percent

You must enter a positive or a negative percent in this field if you selected the Add % of Work Order Rate value. This is a required field.

Currency

You must enter a value in this field if you selected the Add to Work Order Rate or Substitute Work Order Rate option.

UOM (unit of measure)

This field is available if you select the Add to Work Order Rate or Substitute Work Order Rate value. This is a required field.

Shift

Click this link to access the Shift definition page for this specific shift.

SetID

Select the setID that will be able to use this assignment.

Assignment ID

Enter a name for the assignment.

Description

Enter a description for the assignment.

Effective Date

Enter the date that the assignment will become effective. The current date is the default value. This is a required field.

Add effective-dated rows for each Assignment Pay type as required.

Status

Select Active (default) or Inactive. This determines if this assignment will be available for use on timesheets. Only assignments with a status of Active will be available to associate with services or on timesheets. This is a required field.

Note. If you change an Active assignment to Inactive, the system will issue a warning message if there are any existing assignment and service combinations for the effective-dated assignment.

Assignment Pay

Select the value on which the assignment pay calculation should be based. Values are Based on Time or Based on Incident.

• Based on Time: This option indicates that some or all of the assignment rate is based on the time spent on the assignment.

• Based on Incident: This option indicates that some or all of the assignment rate is based on the number of incidents for the assignment.

If you select Based on Time, select a value as the basis for time associated with the assignment:

• Add to Work Order Rate: The assignment rate will be added to the work order rate.

  If you select this option, you must enter a negative or a positive value in the Pay Rate field that appears.

  Note. If pay types are not enabled, this is a single rate. If pay types are enabled, the Pay Rate must be broken out into the Pay Rate, Fixed Cost, Vendor Markup, and 3rd Party Markup fields that appear on the page.

• Add % of Work Order Rate: The assignment rate is a percent of the work order rate.

  If you select this option, you must enter a negative or positive value in the Percent field.

• Substitute Work Order Rate: The assignment rate will replace the work order rate.

  If you select this option, you must enter a positive value in the Pay Rate field.

  Note. If pay types are not enabled, this is a single rate. If pay types are enabled, the Pay Rate must be broken out into the Pay Rate, Fixed Cost, Vendor Markup, and 3rd Party Markup fields that appear on the page.

Rate

This display-only field shows the total of the Pay Rate, Fixed Cost, Vendor Markup, and 3rd Party Markup fields.

Currency

Enter the currency associated with the assignment pay rate. This field is available if you select the Add to Work Order Rate or Substitute Work Order Rate option.

UOM (unit of measure)

Enter the unit of measure associated with the assignment pay rate. This field is available if you select the Add to Work Order Rate or Substitute Work Order Rate option.

Rate

This display-only field shows the total of the Pay Rate, Fixed Cost, Vendor Markup, and 3rd Party Markup fields.

Currency

The value in this display-only field comes from the assignment currency.

Assignment ID

Enter a description for this assignment by service.

Service

Enter the service code.

Effective Date

Enter the effective date for this service. This is a required field.

Detail Definition

Select a method to use for defining details of the assignment by service combination. Values are:

• Define for Service: Indicates that the assignment is available for use with this service as of the effective date.

  The service and assignment combination will have specific times and rates defined.

  Note. The Description group box appears when you select this option.

• No Longer Valid for Service: Indicates that the assignment is no longer available for use as of the effective date.

• Use Assignment Definition: Indicates that the assignment is available for use with the service as of the effective date.

  The shift times and rates from the Assignment definition page will be used for this service.

Assignment Pay

Select the method on which to base the assignment pay. Values are:

• Based on Time: Assignment pay will be based on the beginning and end times of the assignment.

  You can select one of these values to calculate the assignment pay:

  • Add to Work Order Rate: Assignment pay rate will be added to the work order rate for this assignment by service combination.

  • Add % of Work Order Rate: Assignment pay is defined as a percentage of the work order rate.

  • Substitute Work Order Rate: Assignment pay rate is substituted for the work order rate.

    If you select this option, can only enter a positive amount in the Pay Rate field.

• Based on Incident: The assignment pay will be based on the number of incidents.

  If you select this option, you must enter values for the Pay Rate, Fixed Cost, Vendor Markup, and Third-Party Markup fields.

Pay Rate

This required field is available if you select Add to Work Order Rate or Substitute Work Order Rate. If you selected the Add to Work Order Rate, you must enter a positive or a negative amount in this field, If you selected Substitute Work Order Rate, you must enter a positive amount.

If pay types are not selected, then this is a single rate. If pay types are selected, this rate must be broken out into the Pay Rate, Fixed Cost, Vendor Markup, and Third-Party Markup fields that appear.

Percent

You must enter a positive or a negative percent in this field if you selected the Add % of Work Order Rate value. This is a required field.

Currency

You must enter a value in this field if you selected the Add to Work Order Rate or Substitute Work Order Rate option.

UOM (unit of measure)

This field is available if you select the Add to Work Order Rate or Substitute Work Order Rate value. This is a required field.

Assignment

Click this link to access the Assignment definition page for this specific assignment.

Enable Shifts

Select this check box if you want to use shifts on timesheets.

Enable Assignments

Select this check box if you want to use assignments on timesheets.

Enable Time Category Override

Select this check box if you want to enable time category overrides.

Time Reporting Option

Use this option to determine whether a resource based work order requires the service provider to report time against specific ChartFields, or whether the total time is entered and distribution percentages automatically split time or progress according to the ChartField distribution defined for the work order. Values are:

• Actual Allocation: Select to enable the service provider to report actual time against each ChartField distribution line defined on the work order.

• Percent Allocation: Select to enable the service provider or service provider contact to report total time or progress against a work order.

  The distribution percentage is used to automatically allocate time or progress across the predefined ChartField distribution lines.

Time Reporting Period

Select a period that indicates how often service providers enter their work hours. The default value is Weekly. Other values are Daily, Bi-Weekly, Semi-Monthly, and Monthly.

Note. When you select a the monthly time reporting option, the Display Calendar field is editable. You must select a display calendar to chunk monthly reporting properly.

Service Calendar

Select a service calendar for the time reporting period. Use this calendar as a detail for how the organization reports time during the calendar year. Values are:

• Bi-Weekly

• Daily

• Monthly

• Semi-Monthly

• Weekly

Display Calendar

Select an appropriate calendar display option.

Use this option to determine how the calendar is displayed for the time reporting period. For example, if you select Monthly as the time reporting option, you may want to display the calendar on a weekly basis.

Use 24-Hour Clock

Select this option if you want time logged using the 24-hour clock. You select this check box if you want to pay providers shift differential using shifts.

If you select to use a 24-hour clock, the system disables other entry fields.

Rounding

Select whether you want to round up or down to the hour. Select None if you do not want to round the minutes.

Precision

Select the number of precise minutes for rounding. Values are Six, Twelve, Fifteen, Twenty, and Thirty.

Break Duration (Mins) (break duration - minutes)

Enter the break duration in number of minutes. The break duration is subtracted from the total time difference between the start and end dates. For example, if you have a start time of 8:00 a.m. and end time of 5:00 p.m. with a 30-minute break duration, 8.5 hours are recorded for the day.

Break is Editable

Select to indicate that the break is not mandatory.

Derive Shift From Time of Day

Select this option if you want the system to automatically derive the shift depending upon the time of day. This option is used with 24-hour clocks only. You use the Derive Shift From Time of Day check box in conjunction with the shift and assignments functionality.

Shifts

This group box appears when you select Derive Shift From Time of Day. Use this group box to associate specific shifts with this time service template.

Note. Start and stop times are for informational purposes only. If the 24-hour clock time plate is used and the Derive Shift Based From Time of Day option is selected, then the system automatically places default time values on this fields. However, these start and stop times can still be modified at the template definition level.

Start of Shift and End of Shift

These default values come from the Shift definition page, but you can override the values here. These are required fields.

Note. Start and end times cannot fall within the ranges for another shift for the sample template.

Allow for more than 24 hours

Select if a service provider is enabled to enter more than 24 hours for a single project, work order, activity, and day. You can use this option for team reporting instead of individual reporting.

Note. When you select this option, the Rounding, Default Start Time, Default Stop Time, Break Duration, Precision, and Break is Editable fields are available.

Manually enter TimeSheet TRCs (manually enter timesheet time reporting codes)

Select this check box to indicate that you want to manually enter TRCs for timesheets. The check box controls whether time reporting codes are assigned manually by the service provider during time entry or automatically assigned by the system based on predefined rules. You cannot assign a time-reporting rule to a template if this check box is selected. The Derive Shift From Time of Day check box is available if you do not select to manually enter timesheet TRCs. If you select to manually enter timesheet TRCs, the check box is not available.

Note. When editing an existing time template, you cannot change the setting of the Manually enter Timesheet TRCs check box if there are already timesheets associated to the template. When a template is already in use, the system low-lights entry fields.

Time Reporting Rule ID

Select a time reporting rule to use for calculating different payouts. This field is not available if you select the Manually enter Timesheet TRCs check box.

Note. To use this feature, you must first define the time reporting rules on the Time Reporting Rules page.

View Time Reporting Rules

Click to view the time reporting rule associated with this service template.

Overtime Permitted

Select to indicate if a requisition allows overtime.

This is an informational field only.

Use Ratings

Select if the performance of a service provider during the time period is to be rated.

Note. This check box is only accessible if the Use Ratings check box on the Services Procurement Business Unit Definition page is selected.

Use Comments

Select to enable service providers and provider contacts to enter comments or concerns on the timesheet and progress log.

Select ChartFields for Actual Allocation Display on Timesheets

Select the ChartFields to display on the timesheet.

The values from the selected ChartFields will be used to allocate time on distribution lines.

Note. This option is only available when you select Actual Allocation as the time reporting option.

Distance Rate Type

Select Standard Rate to indicate a uniform reimbursement rate regardless of transportation type.

Select Varied Rate to indicate reimbursement rates that depend on the transportation type.

Standard Distance Rate

Enter the monetary amount that is to be reimbursed per unit driven, if you selected Standard Rate.

Transportation Type and Distance Rate

If you selected Varied Rate, enter a distance rate to define the monetary amount that is reimbursed for the transportation type per unit driven.

Rate Adjustment Factor

Enter an adjustment factor that the system applies for the transportation type.

Description, Merchant, Preferred Merchant, and Location

Select each option to appear as a required field on the expense sheet that a service provider completes for the expense type.

To define an expense location amount for this expense type, select the Location check box to make it a required field on the expense sheet.

Per Diem Amount

Enter the amount that is authorized for this expense type. In the column that appears to the right of this field, select the per diem's currency.

Deduct For Breakfast, Deduct For Lunch, and Deduct For Dinner

Enter deduction amounts. The currencies for these amounts appear by default from the currency that you selected for the per diem.

Preferred Merchant

You can add more rows to create a list of merchants that service providers must use. If the expense type appears in an expense sheet and the service provider did not use a preferred merchant, the line item requires an explanation.

Click the Refresh Display button if you modified an existing term definition and want to display the original, saved terms definition.

Search Where Used

Click to access the Search Where Used page to view where this payment term ID is used.

Calculate Example Payment Data

Click to calculate example payment data for the payment terms ID, based on currency, gross amount, and basis date values provided as input variables. This enables you to perform a what if analysis regarding the effect of various parameter settings on the calculated result, before choosing to save a particular term's definition.

Terms Applicability

Displays Vendor-Only Terms.

Split Net Terms

Select to enable a definition of payment terms that contain multiple net terms and any associated discounts. For example, select this option to use one timing ID if the basis date is between the 1st and 15th, and another timing ID if the basis date is between the 16th and end of the month. Split terms definitions enable you to set up variable net due date terms. There are terms that, depending on the basis date, result in more than one possible set of net or discount due dates.

Basis From Day

Enter the beginning day of the basis day range. The basis date's day value must be equal to or greater than this day or else the terms definition does not apply. This field is available for entry when the Split Net Terms check box is selected.

Basis To Day

Enter the ending day of the basis day range. The basis date's day value must be equal to or less than this day or else the terms definition does not apply. This field is available for entry when the Split Net Terms check box is selected.

Timing ID

Select to calculate the net payment due date for this day range within the single payment term.

Discount Terms Available

Select if the terms that you are defining include discount terms.

Timing ID

Select to specify the discount portion of this single payment term.

Adjustment Days

Enter the number of days used to adjust the discount due date for this single payment term. Define flexible discount terms by entering either basis date relative or due date relative discount due dates. This is useful if the discount terms are often calculated as, for example, 2 percent for the first 10 days following the start-of-terms (basis) date, or 2 percent up to 10 days before the payment due date.

Discount Terms Percent

Enter the discount percent that is applied to the invoice gross amount to calculate the discount amount.

Discount Terms Amount

Enter the flat amount discount that is applied to the invoice regardless of the invoice amount.

Note. This value is applied using the transaction currency units defined for the voucher. The particular currency to use is not defined here but is determined by context.

Multi-Payment Terms ID

Displays the multipayment terms ID that uses this single payment terms ID.

Number of Terms

Indicates the number of installments contained within the displayed multipayment terms ID that appears.

Number of Occurrences

Indicates the number of times that this payment terms ID is used within the multipayment terms.

Gross Invoice Amount, Terms Basis Amount, and Use Basis Amount

Enter a value to use as the terms basis amount for the example discount calculation. To use a different amount, select the Use Basis Amount check box, which enables the Terms Basis Amount field, and enter a different value.

Note. The terms basis amount value must be less than the gross invoice amount value.

Basis Date

The system populates this field with the current date by default.

Calculate Example Payment Data

Click the Calculate Example Payment Data button to calculate the payment data based on the values entered on the page.

Interface

Select Other to indicate a third-party application. Select PeopleSoft AP to indicate that you use PeopleSoft Payables.

File Format

PeopleSoft Services Procurement uses comma-separated values as its only file format. If you select Other as the interface, the system exports invoice data to a flat file using this format, which you can use to export to your accounts payable system for invoice voucher generation.

If you select PeopleSoft AP as the interface, this field is disabled, because it is not applicable.

Service Types

SPB_ROLE_TYPE

Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Service/Project Role

Assign a service type that uses the multi-resource method.

Service/Project Role

SPB_PROJ_ROLE

Services Procurement, Define Services Procurement, Service Setup, Service Type Setup, Service Types

Assign a service/project role that uses the multi-resource method.

Services Supplier Info

VENDOR_SPRO_PG

Services Procurement, Define Services Procurement, Service Supplier Setup, Services Supplier Information

Define a supplier as a multi-resource supplier. Select the Multi Resource Supplier check box to indicate that the supplier can be used with multi-resource services. If the check box is deselected, the supplier cannot be used with multi-resource services.

Supplier Sourcing Setup

SPB_SPLR_REGION_PG

Services Procurement, Define Services Procurement, Service Supplier Setup, Services Supplier Information

Assign suppliers for use with multi-resource work orders.

Assign Individual Services to Multi-Resource Service

SPB_MULTI_SRVC

Services Procurement, Define Services Procurement, Service Setup, Service (Project Role) Setup, Multi Resource Assignment

Assign individual services to multi-resource service.

Service Type

Select a service type from which you want to use to add a service to a multi-resource service.

Note. Only Resource based Service Type/Services can be associated to a multi-resource service type/services.

Service Type Description

Displays the service type description when you select a service type.

Service

Select a service that you want to add to the multi-resource service.

Service Description

Displays the service description when you add the service.

Number of Positions

Enter the number of positions that you want to include for this service.